Maintain Your Charterholder Status

Once you become a CFA charterholder, you will need to review the following policies and procedures for charterholders and CFA Institute members.

As a CFA charterholder you will also need to submit a Professional Conduct Statement along with your member dues each year to maintain the use of the CFA designation. Review the dues schedule, and make sure to keep your membership up to date.

Failure to comply with CFA Institute conditions, requirements, policies, and procedures can result in disciplinary sanctions, including suspension or revocation of the right to use the CFA designation.